Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bleznak is a financial advisor who has been in the industry since June 4, 1994. David is currently registered with Kestra Advisory Services, LLC. David has experience working with insurance companies, charitable organizations, high net worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth. David offers a variety of financial services, including financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
04/22/2016 - Present
Kestra Advisory Services, LLC (Huntingdon Valley PA)
PA
09/12/2012 - 05/18/2015
LPL FINANCIAL LLC (HORSHAM PA)
PA
06/09/2008 - 09/18/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (KING OF PRUSSIA PA)
PA
11/05/2002 - 06/09/2008
PRINCOR FINANCIAL SERVICES CORPORATION (CONSHOHOCKEN PA)
DE
08/06/1998 - 10/24/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
04/09/1997 - 07/14/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
04/21/1994 - 03/27/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
04/21/1994 - 03/27/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 05/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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